| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 75,946 | 1,890,000 | 67.77% | ||
| 2 | Ascent Wealth Partners, LLC | 26,114 | 650,000 | 23.31% | ||
| 3 | BLUESTEIN R H & CO LLC | 10,000 | 249,000 | 8.93% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
